# Plumbers And Pipefitters Annuity Fund Local No. 520 DC Plan
Source: https://planprovider.pro/companies/plumbers-and-pipefitters-annuity-fund-local-no-520-236489357-003

> Plumbers And Pipefitters Annuity Fund Local No. 520's DC plan: 1,606 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Plumbers And Pipefitters Annuity Fund Local No. 520

- **Sponsor EIN:** 236489357

- **Sponsor Address:** 700 TOWER DRIVE, SUITE 300, TROY, MI, 48098

- **Plan Type:** DC

- **Plan Number:** 003

- **Total Participants:** 1,606

- **Total Assets:** $219.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,606|$219.5M|$7.4M|$0|

| 2023|1,639|$204.7M|$8.0M|$0|

| 2022|1,651|$178.9M|$7.3M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BENEFIT PLAN ADMINISTRATIVE SERVICE|Recordkeeper|$117,875|—|$117,875|

| BENESYS, INC.|Other Service Provider|$65,286|—|$65,286|

| CAPTRUST FINANCIAL ADVISORS|Other Service Provider|$53,044|—|$53,044|

| ODONOGHUE & ODONOGHUE LLP|Other Service Provider|$25,567|—|$25,567|

| FISCHER DORWART, PC|Other Service Provider|$18,000|—|$18,000|

| KANG HAGGERTY & FETBROYT, LLC|Other Service Provider|$7,038|—|$7,038|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BENEFIT PLAN ADMINISTRATIVE SERVICE](https://planprovider.pro/provider/bpas) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $286,810

- **Estimated Expense Ratio:** 0.131% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$315,310|$53,044|$65,286|$18,000|—|

| 2023|$301,226|$52,000|$63,384|$18,000|—|

| 2022|$304,529|$173,380|$61,540|—|$40,736|

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